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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| IA | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Ludington | MI | 08/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Ludington | MI | 08/2012 | 07/2021 |
| Priority Health | Grand Rapids | MI | 05/2013 | 07/2021 |
| United Methodist Church Of Ludington | Ludington | MI | 01/2015 | 07/2021 |
| Lpl Financial Llc | Ludington | MI | 07/2021 | Present |
1)08/09/2021 - CRUMP - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 2012 - 5 Hr/Mth 2)08/09/2021 - Priority Health - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 2012 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-07 |
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